What is an allocation configuration?
It defines how kit types are dispensed during a study and links your study design with your physical kits.
⚠️ Important - Pre-requisites :
Allocation must be activated in study settings → RTSM tab.
At least one kit type must exist (dropdown otherwise empty).
User must have allocation.edit permission.
Creating an allocation configuration
Go to RTSM → Allocation configuration.
Choose setup type:
No randomization: Default period appears automatically; assign kit types.
Single randomization: Link to randomization, map kit types to each arm, add periods if needed.
Multiple randomizations: Create one configuration per randomization.
Click Save.
Tip💡 : If randomization is deactivated, its linking section won’t appear.
Editing allocation configuration
Study status | What you can do |
Draft | Edit everything (kit mappings, add/remove periods). |
Live | Change mappings or add new periods/configurations. Avoid deleting periods already used in eCRF. |
Ended/Archived | Read-only view. |
Adding allocation items in eCRF
⚠️ Pre-requisite: You must have at least one period defined in your allocation configuration.
Step 1 - Open the eCRF Builder.
Step 2 - Add an Allocation item
Step 3 - Select the period (e.g., “Washout – Period 1”).
Step 4 - Click Save
You are all done ✅
Permission logic
Allocation configuration shows rules only (no subject data).
Inventory shows kit details only (no arm or treatment info).
Two key permissions:
Subject ID visibility → controls subject display
Kit Type visibility → controls type display in inventory